The portfolio gives investors the opportunity to grow their capital and income at a moderate to high pace through active asset allocation. The portfolio invests in a diversifi ed blend of South African and global managers who may invest in listed shares, fi xed interest securities, listed property and cash. The portfolio aims to achieve a return in the range of 5% to 7% per annum above infl ation over rolling seven-year periods.
The fund complies with retirement fund legislation. It is therefore suitable as a stand-alone fund in retirement products where Regulation 28 compliance is specifi cally required.